Episode 48 - Bullish Digital Credit
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate
[00:10:28] Amplification in a Bear Market
[00:22:04] The True Risk Profile of Digital Credit Instruments
[00:37:00] Private Credit, Compounding GDP, and Government Spending
[00:45:35] AI Disruption and the K Shaped Economy
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